Welcome to J.E. Simmons & CompanyWhere Trusted Planning Leads to Better Futures
Dear Business Owner,
We know that there are things you really care about. We get you. There are reasons behind all that drive and passion that you pour into your business. We understand that the hard work you invest is not just because your business needs it, but that you are doing it for your values, your family, and your future.
Our mission is to help individuals and families accumulate, preserve and grow their wealth. We free our clients from detailed management of the investment process, allowing them time for the things they truly enjoy. We provide our clients with strategic guidance in all major financial decisions of life, giving them confidence that their actions are in keeping with their long term goals.
We also provide practical guidance for the day-to-day issues that arise when running a small business, drawing upon years of experience as small business owners and managers ourselves. While a good portion of our clients are dentists or other medical professionals, the techniques utilized are applicable to anyone interested in wealth accumulation and management.
We believe that in order for us to best serve you, we really have to get to know you. We have a unique way of doing so. We look forward to that process and the bonding that it provides.
Our ultimate goal at J.E. Simmons & Co. is to make sure that you can count on a sound financial plan that best fits your life and your personality.
Browse through our website, get to know us, and then call to learn more. We’re always happy to help you with any questions.
Your friends at
J.E. Simmons & Co.
15770 N. Dallas Parkway Suite 150
Dallas, TX 75248
Phone: (972) 404-1040
Fax: (972) 404-1120
Enjoy the journey. To accumulate wealth and success, but destroy your family life along the way is not our definition of success. We show you how to have a healthy family life and a robust business, never losing sight of what’s most important.
Ongoing service. Our process sets up a relationship where you can be confident that you have a workable plan, and that we will be with you to help make decisions along the way. This approach lasts longer, gets better results and achieves your true goals.
Our clients are also our family. We’re not selling you a product, we’re not invested in your decision…we’re invested in your success. When you come to us, we help you look at the big picture and show you the path that will work best for you.
Freedom. To be able to retire, be able to walk away from your business when you want to and not let it rule your life. We know you’re not just planning for retirement, you’re looking for peace of mind and freedom to live life on your terms.
Call for Your Complimentary Consultation
Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (972) 404-1040.